Reply Updates: Improved CRM Integrations, and Ramp-Up Mode
The holidays may be over, but trust Reply to always have some goodies tucked away for our loyal customers.
So, let’s kick off this new year with more awesome features to make your experience with Reply enjoyable and your sales engagement efforts — more effective.
This time around, we’re bringing you:
- The new Pipedrive integration (beta)
- Sync email step in HubSpot
- Ramp-Up Mode for Email Accounts in Warm-Up
- Link clicks and A/B testing statistics in Reports
Here’s a closer look at each one of these updates 🔍
The new Pipedrive integration (Beta)
We know how important it is to have a reliable CRM integration for our customers. That's why we’re happy to introduce our new Pipedrive integration (currently available in Beta) to you.
With the new bidirectional Pipedrive integration, you will be able to:
- Map default and custom fields in Reply and Pipedrive
- Set up filtering rules
- Sync contacts from Reply to Pipedrive and assign them to team members
- Enable triggers for a set of events in Reply that will result in actions with deals (not just contacts) on the Pipedrive side
This means you can set up integration steps between Reply and Pipedrive that allow custom and default field mapping and filtering rules, enable triggers for a set of events that will result in actions on the Pipedrive side, etc.
To put this into perspective, here are some practical use cases you can implement right away:
1. Sync only unbounced contacts from Reply to Pipedrive. Simply create the corresponding filter on the People page, select the filter in the integration step, and launch the sync.
2. Task Completed — Record activity for the person. To do that, enable the corresponding trigger by switching on the toggle and select the required action in the drop-down list on the right.
3. Linked Clicked — Create the deal and record activity for the deal. In this case, enable the Link Clicked trigger by switching on the toggle. Select the pipeline from the drop-down list of available ones (for Create a deal) and select an action from the drop-down list of available ones (for Record activity for the deal).
4. Move the deal to the next stage when the inbox category is set as Interested. Enable the "Inbox category set: Interested" trigger by switching on the toggle and select the action from the drop-down list of available ones.
Ready to explore the new Reply features? Sign in to your account or create a new one
Sync email step in HubSpot
HubSpot is another important CRM integration we’ve been refining lately. With this update, our users get the full overview of the email activities carried out in Reply right in their HubSpot accounts.
Reply uses predefined field mappings for this type of synchronization:
- Task name in Reply - Manual email or Automatic email in HubSpot
- Contact in Reply - Contacted in HubSpot
- Date & time of completion in Reply - Date and time in HubSpot
- Sequence name in Reply (if there is) - Description in HubSpot
- Subject line in Reply - Description in HubSpot
- Email text in Reply - Description in HubSpot
- Task assignee in Reply - Logged by in HubSpot
Here is what logged emails look like in HubSpot:
As a result, you will be able to see whether it's an outbound or inbound email as well as the sequence name and step from which the email was sent, if available.
Explore other capabilities in our HubSpot integration here.
Ramp-Up Mode for Email Accounts in Warm-Up
In case you’ve missed the news, Reply has recently added a built-in Email Warm-Up feature to automatically build and maintain positive sender reputation and ensure high deliverability for your campaigns.
For the past few months, we’ve been polishing the feature to give you more power and push your deliverability to the next level. As a result, today we’re happy to announce the Ramp-Up mode for email accounts in Warm-Up.
With this feature, you can gradually increase sending volume and safely send hundreds of emails per day instead of dozens, without any manual work involved.
So, if you set the starting number of emails sent from your account to 40 (the recommended range is 40-60) and the daily increment — to 11 (the recommended range is 10-25), the system will automatically increase the number of sent emails by 11 every day until you reach the desired total number of emails per day.
As a result, here’s how the whole Warm-Up flow involving the Ramp-Up mode would look:
- When you have created a new email account, make sure to start the Warm-Up first and run it for 2-3 weeks.
- Once you've finished the warm-up, you can start your cold outreach. At this stage, you should enable the Ramp-Up mode (and keep the Email Warm-Up enabled while using it).
- After the Ramp-Up stops, keep the Warm-Up enabled as long as you're sending cold emails.
Other noteworthy updates
Wrapping up, there’s one more important update we’d like to highlight here — Link clicks and A/B testing statistics in Reports.
Now, you can track prospect engagement with the amount of clicks in each one of your email steps right from the sequence Reports page.
We’ve also slightly changed the A/B testing stats view by adding the corresponding letter to every email variant to make it easier to make sense of the results.
Hope you enjoy the newly added features and updates! Be sure to take them for a spin and let us know what you think.
Stay tuned for more exciting news (including some long-anticipated features like LinkedIn automation that is currently in the works 🤫).
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